Sublime
An inspiration engine for ideas
Because the Embedded Lender splits the infrastructure costs across multiple brand partners and drives down unit costs with scale, the Embedded Lender can be profitable even when a brand could not be.
Alex Hartz • Embedded Lending
Estimating how long a moat will last is tough stuff, but you need to at least give it some thought, even if you can’t come up with a precise answer. Just being able to separate firms into three buckets—a few years, several years, and many years—is very useful.
Pat Dorsey • The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market
In Berkshire Hathaway’s 2007 letter, Warren Buffet groups businesses into 3 categories: The Great, the Good and the Gruesome.
This is something every investor should read.
1. The Great https://t.co/YOBB2Uw5VA
The Taste Economy is the idea that there are essentially only three business moats: proprietary technology, supply chain innovation and taste.
Some thoughts on a new investment idea I've been working on (link in bio) https://t.co/s5pjSHGHde
